Leslie Pierce

Leslie Pierce

Accountant

Member

Team

PowerLinks Certificate 10/01/2013
Filling the Filing Cabinet Workshop 08/05/2014
Best Client Workshop 07/16/2014
InfoMinute Seminar 09/24/2013
Orientation Essentials 09/04/2013

Development

Nest Financial Services LLC

Nest Financial Services LLC

770-686-7007

603 Macy Drive
Roswell, GA 30076

Company

Endorsement Letters I've Received

Taxes change at least annually and sometime even during a year.  Being up to date on the latest changes for both actual tax returns and for tax planning is critical to clients.   To stay knowledgeable, I belong to professional organizations that publish newletters and bulletins to keep tax professionals informed.  Also every year I include my staff in attending  an update seminar to go further in depth on all the changes that have been implemented for the upcoming year.  Not only is it helpful to know these things to prepare taxes, it definitely helps to let clients know you care about them and want them to be on top of their tax situations.

Referral Trigger Response

East Cobb Team

Introduced by:

Bob Stone

Bob Stone

Joined on 08/21/2013

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 08/08/2022
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 03/02/2022

Membership

10-year Pin 08/30/2023
5-year Pin 08/29/2018
3-year Pin 08/24/2016

Team

Gold Star Pin 10/05/2016

Members I've Invited

Sharla Lyons

Sharla Lyons

John McColl

John McColl

Elisabeth Young

Elisabeth Young

Ini Ikpe

Ini Ikpe

Katie Cathell

Katie Cathell

Glenn Jones

Glenn Jones

Joe Koziak

Joe Koziak

Amy Taylor

Amy Taylor

Dr. Jason Regis

Dr. Jason Regis

Sponsorship